SCHH - ETF AI Analysis

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Schwab U.S. REIT ETF (SCHH)

Rating:69Neutral

Price Target:―

SCHH, the Schwab U.S. REIT ETF, has a solid overall rating driven mainly by large positions in stronger real estate names like Welltower and Prologis, which benefit from healthy financial performance, strategic growth, and generally stable technical trends. Other sizable holdings such as Equinix, Simon Property Group, and American Tower also support the fund with positive earnings calls and sound financials, though issues like high valuations, leverage, and some bearish technical signals create pockets of risk. A key drag is Crown Castle, which faces weak financial performance and bearish trends, and investors should also note the fund’s concentration in U.S. real estate, which ties its fortunes closely to that sector’s cycles.

Positive Factors

Low Expense Ratio

The fund charges a very low fee, which helps investors keep more of their returns over time.

Large Asset Base

With several billion dollars in assets, the ETF is sizable and likely to offer good trading liquidity for everyday investors.

Solid REIT Leaders in Top Holdings

Many of the largest positions, including major real estate names, have shown generally positive year-to-date performance, supporting the fund’s overall results.

Negative Factors

Sector Concentration in Real Estate

Almost all of the portfolio is invested in U.S. real estate, so the fund is heavily exposed to swings in that single sector.

Limited Geographic Diversification

The ETF is almost entirely focused on U.S. companies, offering little protection if the U.S. real estate market struggles.

Mixed Performance in Top Holdings

A few of the largest positions have shown weak or negative year-to-date performance, which can drag on the fund’s returns even when others are doing well.

SCHH vs. SPDR S&P 500 ETF (SPY)

AUM9.48B

RegionNorth America

Expense Ratio0.07%

Beta0.47

IssuerSchwab

Inception DateJan 13, 2011

Dividend Yield2.78%

Asset ClassEquity

Index TrackedDow Jones Equity All REIT Capped

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume9,864,934

30 Day Avg. Volume10,316,518

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

24.44

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering118

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SCHH Summary

SCHH is the Schwab U.S. REIT ETF, which follows the Dow Jones Equity All REIT Capped Index and invests in U.S. real estate investment trusts (REITs). These are companies that own income-producing properties like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Simon Property. Investors might consider SCHH to add real estate exposure and potential income to their portfolio without having to buy property directly. A key risk is that it is heavily tied to the real estate market, so its value can rise or fall with property prices, interest rates, and the economy.

How much will it cost me?The Schwab U.S. REIT ETF (SCHH) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down for investors.

What would affect this ETF?The Schwab U.S. REIT ETF (SCHH) could benefit from a strong U.S. real estate market, driven by economic growth, increasing demand for commercial and residential properties, and its focus on income-generating REITs. However, rising interest rates or economic slowdowns could negatively impact real estate values and REIT performance, as higher borrowing costs and reduced consumer spending may affect property demand. The ETF's reliance on U.S.-based holdings also makes it vulnerable to domestic economic and regulatory changes.

SCHH Top 10 Holdings

SCHH is a pure play on U.S. real estate, and its story right now is all about a tug-of-war within REITs. Healthcare and logistics names like Welltower and Prologis are quietly pulling the fund higher with steady, rising trends, while data-center giants Equinix and Digital Realty are more mixed, helping over the year but stumbling recently. Income favorite Realty Income and storage leader Public Storage are bright spots, adding some spark. On the flip side, Crown Castle is dragging the fund, as its tower business continues to lag despite the broader sector’s resilience.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WELL	Welltower	9.76%	$922.64M	$147.03B	42.89%	77 Outperform
PLD	Prologis	8.89%	$840.54M	$132.11B	14.56%	76 Outperform
EQIX	Equinix	5.57%	$526.56M	$93.95B	2.61%	73 Outperform
AMT	American Tower	4.55%	$430.24M	$89.93B	1.34%	71 Outperform
SPG	Simon Property	4.47%	$422.95M	$64.26B	5.80%	70 Outperform
O	Realty Income	4.33%	$409.70M	$60.40B	18.88%	70 Outperform
DLR	Digital Realty	4.23%	$400.28M	$62.16B	9.25%	69 Neutral
PSA	Public Storage	3.36%	$317.44M	$52.71B	1.13%	73 Outperform
VTR	Ventas	2.91%	$275.15M	$41.46B	27.66%	68 Neutral
CCI	Crown Castle	2.78%	$262.90M	$39.36B	2.86%	45 Neutral

SCHH Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

21.31

Positive

100DMA

21.20

Positive

200DMA

21.02

Positive

Market Momentum

MACD

0.41

Negative

RSI

80.38

Negative

STOCH

89.86

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 21.75, equal to the 50-day MA of 21.31, and equal to the 200-day MA of 21.02, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 80.38 is Negative, neither overbought nor oversold. The STOCH value of 89.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHH.

SCHH Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SCHH	―	―	$9.48B	0.07%	―
XLRE	―	―	$7.41B	0.08%	―
USRT	―	―	$3.51B	0.08%	―
ICF	―	―	$2.06B	0.32%	―
RWR	―	―	$1.65B	0.25%	―
BBRE	―	―	$1.10B	0.11%	―

Performance Comparison

SCHH

Schwab U.S. REIT ETF

23.06

2.14

10.23%

XLRE

Real Estate Select Sector SPDR Fund

―

USRT

iShares Core U.S. REIT ETF

―

ICF

iShares Cohen & Steers REIT ETF

―

RWR

SPDR Dow Jones REIT ETF

―

BBRE

JPMorgan BetaBuilders MSCI U.S. REIT ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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